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Houlihan Lokey
HLI

Overview Fund Activity

330 hedge funds and large institutions have $4.92B invested in Houlihan Lokey in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 104 increasing their positions, 124 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
5.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
47
Increased
104
Reduced
124
Closed
44
Calls
$4.52M
Puts
$541K
Net Calls
+$3.98M
Net Calls Change
+$132K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$172M
2
Millennium Management
Millennium Management
New York
$88.7M
3
Capital International Investors
Capital International Investors
California
$49.7M
4
Brown Advisory
Brown Advisory
Maryland
$36.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$17.2M

Top Sellers

1
BlackRock
BlackRock
New York
$310M
2
EARNEST Partners
EARNEST Partners
Georgia
$304M
3
Bank of America
Bank of America
North Carolina
$104M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$12M
5
AllianceBernstein
AllianceBernstein
Tennessee
$252M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$1.1M +$787K +8,001 +254%
TC
152
TownSquare Capital
Utah
$1.05M +$90.2K +917 +9%
Prudential Financial
153
Prudential Financial
New Jersey
$1.05M -$111K -1,412 -10%
YIH
154
Y-Intercept (HK)
Hong Kong
$1.04M +$1.04M +10,564 New
I
155
InceptionR
California
$1.04M -$846K -8,601 -45%
AQR Capital Management
156
AQR Capital Management
Connecticut
$965K -$143K -1,453 -13%
GC
157
Guggenheim Capital
Illinois
$943K -$85.6K -871 -8%
VOYA Investment Management
158
VOYA Investment Management
Georgia
$937K -$969K -9,852 -51%
FFP
159
FourThought Financial Partners
Florida
$881K +$71.2K +724 +9%
Verition Fund Management
160
Verition Fund Management
Connecticut
$870K +$870K +8,854 New
Zurich Cantonal Bank
161
Zurich Cantonal Bank
Switzerland
$864K +$100K +1,018 +13%
ET
162
Equitable Trust
Tennessee
$857K – – –
N
163
Natixis
France
$855K +$855K +8,700 New
Allspring Global Investments
164
Allspring Global Investments
North Carolina
$851K +$81.1K +825 +11%
LCM
165
Laurion Capital Management
New York
$847K +$847K +8,618 New
Assenagon Asset Management
166
Assenagon Asset Management
Luxembourg
$842K -$1.49M -15,152 -64%
CAN
167
Cetera Advisor Networks
California
$831K +$11.5K +117 +1%
Qube Research & Technologies (QRT)
168
Qube Research & Technologies (QRT)
United Kingdom
$827K +$827K +8,416 New
DFCM
169
Dark Forest Capital Management
Puerto Rico
$808K +$808K +8,216 New
IWC
170
Integrated Wealth Concepts
Massachusetts
$806K +$806K +8,196 New
Handelsbanken Fonder
171
Handelsbanken Fonder
Sweden
$802K – – –
COI
172
Connable Office Inc
Michigan
$786K – – –
AB
173
Amalgamated Bank
New York
$765K +$60.5K +615 +9%
IIC
174
Integrated Investment Consultants
Michigan
$754K +$2.07K +21 +0.3%
EF
175
Empowered Funds
Pennsylvania
$751K +$23.7K +241 +3%
5 6
7
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